Migrants to Australia

If you are a migrant to Australia having previously been working in the UK for example, then chances are you will have a UK pension fund. Each country has it’s own rules governing pensions and it’s essential that you receive accurate advice on how to best transfer your pension and any restrictions relating to the access of your pension.

There are significant penalties that may impact on the tax effectiveness of any strategy so it is vital that you understand the issues at hand.

Talk To Us If

How We Can Help

You are a new migrant to Australia and are wondering if it would be beneficial to transfer your pension

Explain the benefits of the Australian Superannuation system and how it may be of benefit for you to consolidate your retirement savings over to a suitable Australian Superannuation Fund.

You have been working and living in Australia for a period of time and have pension monies in another country

Help you to devise a strategy to consolidate your pension monies in a suitable Australian Superannuation Fund.

You have personal insurance (Life and living insurance) in place back in your homeland but are looking to reside in Australia on a more permanent basis

Review your current policies to determine if they are relevant and if required devise a new personal insurance plan.

You have your Will and Estate Planning in place back in your homeland but are unsure whether it is appropriate given you are looking to reside in Australia on a more permanent basis

Review your existing Will and Estate Planning documents to determine if they are valid for your new situation. If appropriate assist to obtain new Wills and the relevant Estate Planning documents required.

Got an Enquiry

Please complete your details and send an enquiry to us. One of our representatives shall be in touch with you within 48 hrs.

Testimonials

Dear Simon, I am writing to thank you for taking over as our Financial Advisor when we were facing financial losses due to unwise advice from the former Firm servicing us. Through your attention to our needs we were able to receive back our entire investment in a property project that ultimately went bust.

Jack Hanover, Josock ltd CEO

I received some bad news after a health checkup and went about making a claim with Simon’s help. We struck some significant hurdles initially with the insurers and it looked like my claim was going to be declined. Simon assisted me to make a case as to why they should reconsider their initial assessment. Ultimately my claim was successful but without Simon’s support and constant follow up with the insurers I’m not sure I would have got the result

Shane Smith

Dear Simon, I am writing to thank you for taking over as our Financial Advisor when we were facing financial losses due to unwise advice from the former Firm servicing us. Through your attention to our needs we were able to receive back our entire investment in a property project that ultimately went bust. Your helpful counsel has led us into wise investments that have preserved our threatened capital and maintained our income stream. Your availability, virtually on call, is most reassuring and your personal visits make our life as elderly citizens so much easier. We are most grateful for your service and feel confident about the future direction of our Fund. Sincere regards

Adrienne and Max Walters

Once again we are at that time of the year when we reconcile our portfolio.
We are obliged to say “well done” – perhaps a little conservative at times but the end result is what counts and we are both pleased.

Graeme and Wendy Wheildon

Financial Planning

Pension Transfers

International Planning

Location

Boxodosh Pty Ltd ATF Boxodosh Trust & JRS Cooper Pty Ltd ATF Cooper Family Trust in Partnership trading as TWA Advisory is a Corporate Authorised Representative of Resolute Financial Advisory Pty Ltd (AFSL 436967)
General Advice Warning; This information is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if the strategies and products are right for you.